How do I create tags in Estimates App?

Updated on July 13, 2020 07:45AM by Admin

Tags are nothing but labels. Tags are associate with most of the records and it helps to organize the data in a personalized way. Also, it allows the user to group records from the various categories by common use, which facilitates finding or searching for information.

For Instance: If you want to view those estimates under ‘Premium Customers’, then that can be created as a tag. Then, add the estimates in Premium Customers under By Tag, the estimates associated with that tag will be displayed.

Steps to Create Tags in Estimates App

  • Log in and access Estimates App from the universal navigation menu.
  • Click on the More(...) icon and select Settings.

  • In the Settings page, select Tags under General drop-down on the left navigation panel.

  • In Tags dashboard, you can view:
    • App Tags - These tags are app-specific. They can be accessed only within the Estimates App.
      Global Tags - These tags can be accessed throughout the apps in Apptivo.
  • Click on the Create button.

  • Enter the Tag Name in the Create Tag Popup.
  • Select the type of tag as App Tag or Global Tag.
  • Then, click on the Create button to complete.
Create tag

  • The created tag can be edited, by clicking on the Edit icon.
Tag Created

Steps to apply the Tags

  • Once the tag has been created, go to the Create Estimate page.
  • Now, select an appropriate tag from the Tags field as shown.
Create Estimate

  • You can add multiple tags for a single estimate.
Estimate created

  • By clicking on By tags option, you can easily view the Estimates which are grouped by the tag created.
By Tag

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